Our Team

Christopher J. Hackley, CFP®, ChFC®, CLU®, AIF®, RICP®

President and Managing Partner

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Keith F. Tomer

Partner and Senior Advisor

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Paul J. Staffaroni, Jr., CFP®, CLU®

Financial Advisor

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Roark A. Gover

Client Services Director

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Erin J. Bender

Executive Assistant

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James M. Bell III, CFP®

Senior Advisor

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Bret T. Berg, CFP®

Financial Advisor

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Kevin J. Neiley, ChFC®, CLU®

Financial Advisor

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Anna G. Robinson, CFP®

Financial Advisor

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Joshua D. Lutton, RICP®

Financial Advisor

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Lindsey R. Menezes, CFP®

Financial Advisor

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Jason M. Mitchell

Financial Planning Support Specialist

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Debra A. Whalen

Business Processor

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Dylan K. Mills

Financial Advisor

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Jillian A. Diana

Marketing and Recruiting Coordinator

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Maxwell J. Mercando

Financial Advisor

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Shannon M. Donahue

Receptionist & Administrative Assistant

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Thomas R. Beeby II

Financial Advisor Assistant

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